Credit Notes
Menu > Finance and Accounts > Accounts > Credit Notes tab
- Select the filters and click Search
- Click “Show used credit notes” to view used credit notes and on the References column, you can see the invoices linked to the credit note/s.
- Click the CN number to view the credit note.
How to add a credit note
On Credit Notes tab > Select Add New button
Use Credit notes on the invoices
- You will be asked if you would like to allocate from credit note.
Under Invoice tab > Select Invoice Number > Receive payment > Mark Checkbox > Allocate from credit note on the pop-up > Add
Credit note payments will be deducted from the total pending payment amount and the invoice will be updated as paid.